Microsoft relies on OpenAI for most AI income

New data shows that Microsoft earned $24.1 billion from its AI business last year. Most of that money comes directly from its partnership with OpenAI. This makes up about 70 percent of the company's total AI revenue.

This high level of dependence explains why Microsoft is changing its strategy. The company is starting to support open models instead of just keeping everything locked behind its own products.

Microsoft wants to avoid being stuck with one single provider. By pushing for more options, they hope to protect their growth if the market shifts in the future.